AI-Agents for Client Services working with Box
Box lets you keep all your businesses files in one place for simple online collaboration.
Send approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsGive agreement owners links to signed copies and their audit pages.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsSend approved agreements and keep client case handoffs clear.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsOrganize shared project files for client delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsSend client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsSend client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 tools
